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Agentforce for Revenue Quote Management
With the new Revenue Quote Management template, your sales reps can streamline quoting workflows and accelerate the sales cycle. This template comes with a suite of advanced Agentforce actions that automate routine tasks like product selection, quote creation, and management, helping sales reps create and update quotes and line items within minutes. By leveraging simple prompts, sales reps can easily create initial, renewal, and amendment quotes. This allows them to respond to customer needs more quickly and accurately, ultimately improving productivity and driving more meaningful customer interactions.
To review the billing considerations for Revenue Quote Management, see Considerations for Agentforce in Revenue Management.
- Set Up Revenue Quote Management
To use additional features relevant to quotes, turn on the required features and assign permissions. - Subagent: Product Selection
Use Agentforce to power product discovery and filtering with AI-driven assistance. Sales users can use the Product Selection topic to search the product catalog, ask clarifying questions, and refine results based on customer criteria. The topic helps users explore available products, review key details, and receive recommendations that support accurate and complete quote building. You can customize the Product Selection topic to match your catalog, sales workflows, and conversational experience. - Subagent: Quote Management
Create and modify quotes and their quote line items in Revenue Management. - Subagent: Consumption Management
Get consumption details of accounts with resource overages and generate quotes for the resources with overages.
